Beruflich Dokumente
Kultur Dokumente
preparation
package
A practical guide to
implementing twinning
partnerships
WHO Twinning
Partnerships
for Improvement
Partnership
preparation
package
A practical guide to
implementing twinning
partnerships
WHO Twinning
Partnerships
for Improvement
2 Partnership Preparation Package
WHO/HIS/SDS/2018.13
Some rights reserved. This work is available under the Creative Commons Attribution-NonCommercial-
ShareAlike 3.0 IGO licence (CC BY-NC-SA 3.0 IGO; https://creativecommons.org/licenses/by-nc-sa/3.0/
igo).
Under the terms of this licence, you may copy, redistribute and adapt the work for non-commercial
purposes, provided the work is appropriately cited, as indicated below. In any use of this work, there
should be no suggestion that WHO endorses any specific organization, products or services. The use of
the WHO logo is not permitted. If you adapt the work, then you must license your work under the same
or equivalent Creative Commons licence. If you create a translation of this work, you should add the
following disclaimer along with the suggested citation: “This translation was not created by the World
Health Organization (WHO). WHO is not responsible for the content or accuracy of this translation. The
original English edition shall be the binding and authentic edition”.
Any mediation relating to disputes arising under the licence shall be conducted in accordance with
the mediation rules of the World Intellectual Property Organization (http://www.wipo.int/amc/en/
mediation/rules).
Third-party materials. If you wish to reuse material from this work that is attributed to a third party,
such as tables, figures or images, it is your responsibility to determine whether permission is needed
for that reuse and to obtain permission from the copyright holder. The risk of claims resulting from
infringement of any third-party-owned component in the work rests solely with the user.
General disclaimers. The designations employed and the presentation of the material in this
publication do not imply the expression of any opinion whatsoever on the part of WHO concerning the
legal status of any country, territory, city or area or of its authorities, or concerning the delimitation of
its frontiers or boundaries. Dotted and dashed lines on maps represent approximate border lines for
which there may not yet be full agreement.
The mention of specific companies or of certain manufacturers’ products does not imply that they are
endorsed or recommended by WHO in preference to others of a similar nature that are not mentioned.
Errors and omissions excepted, the names of proprietary products are distinguished by initial capital
letters.
All reasonable precautions have been taken by WHO to verify the information contained in this
publication. However, the published material is being distributed without warranty of any kind, either
expressed or implied. The responsibility for the interpretation and use of the material lies with the
reader. In no event shall WHO be liable for damages arising from its use.
Printed in Switzerland
CONTENTS
6 ABBREVIATIONS
8 INTRODUCTION
44 REFERENCES
46 ANNEXES
62 BIBLIOGRAPHY
ACKNOWLEDGEMENTS
The World Health Organization (WHO) would like to acknowledge the support and contribution
that many individuals and organizations have made to the development of this document.
Katthyana Aparicio, Melissa Kleine-Bingham and Shams Syed (Department of Service Delivery
and Safety, WHO) coordinated and led the development and writing of this document. Maki
Kajiwara, Nana Mensah Abrampah, Julie Storr (Department of Service Delivery and Safety,
WHO) provided significant input to the development and drafting of this document.
Special thanks to Sandra Hwang and Albert Wu (Johns Hopkins Bloomberg School of Public
Health) for their technical contribution on quality improvement methods.
PDSA Plan-Do-Study-Act
QI quality improvement
BACKGROUND
T
winning partnerships between health
institutions are an innovative approach that
can be used to improve various aspects
of health service delivery. The WHO Twinning
Partnerships for Improvement (TPI) model supports
long-term efforts on quality health service delivery
within the context of achieving universal health
coverage (UHC). The work can contribute to building
resilient health systems. Fundamental in the approach
is to prioritize alignment with national health
plans and strategies, while working to achieve the
Sustainable Development Goals (SDGs).
TPI builds on the learning from the WHO African
Partnerships for Patient Safety (APPS) programme (1).
These rich lessons and the subsequent application of
twinning partnerships in the recovery effort in Ebola-
affected countries have facilitated the design of WHO
TPI. The key aim of WHO TPI is to support health care
facilities in the improvement and enhancement of the
quality of their service delivery, while aligning with the
overall national strategic direction on improving
quality service delivery.
WHO TPI Snapshot
• Twinning Partnerships for
Institutional health partnerships can play a critical
Improvement focuses on
role in health systems strengthening. This has been
the value of institution-to-
increasingly recognized across the world. Many
institution partnerships in
global health groups1 have highlighted the need to
catalyzing health service
“promote the utility of institutional health partnerships
improvement.
in strengthening health systems and in delivering
effective health services.” Recognizing the synergy • The hospital-to-hospital
that comes from a partnership approach, national model developed by ‘African
policy documents over the past decade have also Partnerships for Patient Safety’
begun to highlight the potential for institutional (APPS) is the foundation on
partnerships as an entry point to strengthen services which TPI has been developed.
and health systems. The emphasis is on a ‘doing
while learning” model (3).
In addition to the APPS programme, TPI also builds on • As a global network of twinning
the work undertaken in applying the Twinning model partners develops there is an
to support recovery from the 2014 West Africa Ebola opportunity to learn from and
outbreak. TPI Recovery focused upon building resilient share learning across the TPI
health systems and reactivating safe essential health network.
services in those countries most affected by the
outbreak. The aim of TPI Recovery was to rebuild the • The approach promotes
health services in order to support implementation of collaboration, co-development
national recovery plans (2). and sharing of both tacit
and explicit knowledge
Implementation of twinning partnerships involves thus enhancing spread of
addressing a variety of service delivery and clinical successful approaches to
care areas, including, but not limited to, infection improvement.
prevention and control (IPC); patient safety; and
specific clinical services. Health workforce capacity-
building is embedded within the model. TPI can feed
into work at the national level to improve the quality
1
For more information on global health groups and to view the
consensus statement, please visit WHO’s web site at: http://
www.who.int/patientsafety/implementation/apps/global-catalyst-group.
pdf?ua=1
10 Partnership Preparation Package
• health institutions
• health facilities
• academic/research institutions
• professional associations When to use the
package
• donor organizations
• health authorities The package will be
useful to any new
• policy making
or existing twinning
• governments. health institutions in
order to work through
The TPI preparation package also aims to inform a partnership-based
decision-makers and authorities working at the approach to improve
national level that are responsible for planning, the quality of health
developing, implementing and evaluating national services and embed
health strategies, including WHO country offices and the effort within
ministries of health. long-term service
improvement.
What is APPS?
The WHO African Partnership for Patient Safety (APPS) was a results-oriented hospital-to-
hospital approach to improvement. The emphasis of APPS was on the joint development of
solutions based on mutually beneficial partnerships. Infection prevention and control, safe
surgery, waste management and health worker safety were central elements of the APPS
partnership work providing a common goal. APPS resulted in a range of implementation
experience across the participating countries and reinforced the value of partnerships
in motivating staff, increasing commitment to change, strengthening capacity-building
and ultimately impacting on the quality and safety of patient care. The APPS approach
is an example of how partnerships have the potential to strengthen the delivery of health
services for the benefit of the wider community, as well as the participating health facilities
themselves (1).
PART 1:
TPI OBJECTIVES
OVERVIEW OF OBJECTIVES
T
PI focuses on the value of institution-to-
institution partnerships in catalysing health
service improvement following a “doing while
learning”2 model. TPI takes into account a variety
of entities, including health facilities, academic
institutions, private institutions, etc.3 It provides the
potential for implementing different types of
2
”Doing while learning” refers to the experiential learning theory
where one learns from experience in order to develop skills or new
ways of thinking. (Lewis and Williams 1994, p.6)
3
While a variety of entities can be involved in the partnerships, the
TPI preparation package will use the generic term institutions to
cover all types of entities.
Twinning Partnerships for Improvement - Objectives
OBJECTIVE 1 – PARTNERSHIP
The formation of a partnership is the first step in the
TPI journey. Under the first objective, two or more
institutions come together to agree upon a common
goal and define the partnership priorities which they
hope will result in sustainable improvements at
the health facility. Building on the APPS definition
of partnership, which encompasses a sociological
perspective focusing on the interaction of people,
TPI has identified several values essential in building
successful partnerships (1). These are:
1. collaborative relationships
2. trust
3. equality
4. mutuality
5. shared accountability
Definition of
6. transparency. partnership
“A partnership
Building on the TPI values and the APPS partnership
can be defined as
definition, the TPI principles below can be applied
a collaborative
when implementing a partnership4. These principles
relationship between
can provide a foundation for forming and maintaining
two or more parties
an effective and sustainable partnership.
based on trust,
Shared vision and joint planning equality and mutual
• Coordination and mutual agreement in setting understanding, for
objectives, time frames and an approach to the achievement
evaluation. of a jointly agreed
goal. Partnerships
• Co-developing and establishing partnership plan
involve risks as well as
and activities.
benefits, making shared
• Mutually agreeing on key performance measures accountability critical.”
to assess impact.
~APPS, 2009-2011
4
These are a set of principles that have emerged from previous part-
nerships but should be adapted to the context of each partnership.
It is important and useful to recognize similar partnership princi-
ples that have been established by a range of organizations (e.g.
THET; ESTHER Alliance for Global Health Partnerships).
16 Partnership Preparation Package
Ownership
• Ensuring that ownership is supported by each arm
of the institution and not individuals.
• Involving and engaging stakeholders by developing
an effective stakeholder strategy that emphasizes
roles, responsibilities and commitments.
• Strategizing and planning for the involvement of
all levels of the health system.
Good relationships
• Building relationships based on trust, non-
judgement and commitment.
• Harnessing the passion and power of individuals.
• Respecting and understanding local rules, culture
and customs.
Good communication
• Communicating effectively to facilitate decision-
making and information-sharing.
• Agree on and securing channels for decision-
making.
• Clearly identifying focal points5 and the roles of
each team member.
Ways of working
• Nurturing individuals to be self-motivated and
considering the value of having a good sense of
humour.
• Building transparency, flexibility and adaptability
into the partnership (while keeping an eye on the
changing external environment).
• Celebrating what went well and modifying what
has not gone well.
5
Focal point can be defined as the designated or referent person
serving as a coordinator of information related to a project, a pro-
gramme or a specific activity.
PART 1: TPI objectives 17
SDG 17
Revitalize the global partnership for sustainable development (6).
Targets relating to TPI
• SDG Target 17.6: “Enhance North-South, South-South and triangular regional and
international cooperation on and access to science, technology and innovation and
enhance knowledge sharing on mutually agreed terms, including through improved
coordination among existing mechanisms, in particular at the United Nations level, and
through a global technology facilitation mechanism.”
• SDG Target 17.9: “Enhance international support for implementing effective and targeted
capacity-building in developing countries to support national plans to implement all the
sustainable development goals, including through North-South,
South-South and triangular cooperation.”
6
More information about benefits for each partner can be found
here: https://www.ache.org/pdf/nonsecure/White-Paper-International-Hos-
pital-Partnerships.pdf
18 Partnership Preparation Package
OBJECTIVE 2 – IMPROVEMENT
Improvement is at the core of the partnership. In
general, improvement focuses on the act or process
of making something better. In hospital settings,
improvement implies organizational and structural
change, in addition to a necessary change in attitudes
and behaviour, very often - all of which makes this
process complex since it involves people and often
requires a culture shift. Gaps existing in quality of
care within health care facilities should be agreed
7
Royal College of Midwives and Ugandan Midwives Association.
Case study in THET: https://www.thet.org/case-studies/aligning-partner-
ship-plans-institutions-strategic-plan-2/
PART 1: TPI objectives 19
8
A health system has traditionally been described by WHO as
comprised of six building blocks which include: leadership and
governance; health information systems; health financing;
essential medical products and technologies; human resources
for health; and service delivery.
22 Partnership Preparation Package
T
he partnership approach is a step-wise
approach which facilitates the development
of partnerships, the systematic identification
of gaps and the development of an action plan and
evaluation cycle.
A
t each step of the cycle, one or more tangible
outputs or deliverables to work towards is
expected. These outputs are designed to help
the TPI partnership move the action forward. To assist
partners, a list of supportive tools and resources is
provided in annex 2.
9
The concept of international cooperation makes reference to the
interaction of persons or groups of persons representing various
nations, in the pursuit of a common goal or interest.
30 Partnership Preparation Package
10
For an example of a “How To” tool developed for the TPI
partnership situational analysis between NUH and TMH, see
annex 3.
PART 3: Digging deep - Putting the 6-Step cycle into practice 31
Main activities
1. Conduct a desk review on existing national, sub-
national and institutional documents on quality
of health services. Possible documents include:
national health sector policy/plan, national quality
policy or strategy.
2. Identify experienced and motivated leads to
coordinate the assessment, as well as their
assessment team members. The composition
of the team will depend on the scope of the
assessment, the time and resources available.
Ideally the team should include a member from the
district health management, the health care facility
management and an expert of the technical area
to be assessed.
3. All members of the assessment team should be
briefed before starting the assessment and have
an overview of the expected results of the exercise,
including the data collection process.
4. Communicate to other facility staff about this
exercise as it requires the collaboration of other
teams when collecting data, ensure buy-in from
the start and discuss confidentiality.
5. Undertake a specific needs assessment within
the selected technical area using appropriate
assessment tools. Examples of themes that could
be assessed are:
a. infection prevention and control
b. patient safety and health worker safety
c. essential surgical care
d. waste management
e. Water, sanitation and hygiene (WASH)
f. maternal and newborn care
Outputs or deliverables
g. health workforce. Completed baseline and situational
analysis report appropriate to technical
6. Consider the use of a standardized tool to
area of focus.
complete the needs assessment. See annex 3, as
an example of the tool developed and then used
for the TMH needs assessment.
32 Partnership Preparation Package
Main activities
1. Organize a face-to-face or virtual meeting with the
improvement teams of each arm of the partnership Outputs or
to discuss the results of the situational analysis
conducted in Step 2. deliverables
2. Analyse and interpret the data and information
1. A gap analysis report
collected.
containing the current
3. Using the findings of the baseline and situational situation and desired
analysis, develop a list of gaps that require improvements. This
improvement action and whenever possible, the report should outline what
causes of the gaps. constitutes the gap and the
4. From the list of gaps, identify priority areas based factors contributing to it.
on urgency and the human and financial resources 2. A list of priorities and
available. indicators based on the
5. Define the indicators to be included in the capacities of both arms of
improvement plan. the partnership to address
the gaps identified.
6. Focus on small-scale, simple actions.
11
In completing the gap analysis following Step 2, the TPI between
TMH and NUH conducted a Partnership Planning Workshop to
review the gaps and determine the priorities moving forward. For
a full report, see Step 3 of Annex 2.
PART 3: Digging deep - Putting the 6-Step cycle into practice 33
12
For an example of action planning templates, see Annexes 4-6
PART 3: Digging deep - Putting the 6-Step cycle into practice 35
13
For a list of common barriers, see Taking Action Steps 4&5.
36 Partnership Preparation Package
STEP 5: ACTION
Action marks the start of implementing the agreed
improvement activities set forth by the action
plan. By this stage, partners have established and
strategized about methods of action and have secured
communication channels for ongoing partnership
action. Reviewing progress every six months will
allow corrective measures to be taken, if needed.
The improvement team should carry out regular and
planned monitoring reviews using the indicators
previously defined. During this action stage, a method
for tracking the budget is advised (12).
Main activities
1. Put Partnership Plan into action with partners
• Ensure continuous consensus in action
between partners
• Ensure continued alignment with national and
sub-national efforts to strengthen quality of
health services
• Ensure that partners working within the
same facility are continuously aware of
improvement activities
• Align existing improvement efforts
already under way at the facility level
• Mark the moment of initial action on both
arms of the partnership
• Choose a date.
14
For an example of a partnership that confronted failure,
see annex 1.
PART 3: Digging deep - Putting the 6-Step cycle into practice 39
15
Visit the WHO Global Learning Laboratory for more information
on Knowledge Briefs.
40 Partnership Preparation Package
STEP 6: EVALUATION
Evaluation and review enables twinning partnerships
to assess the impact of both their technical
improvement work (against their baseline) and the
strength and functioning of their twinning relations.
This reflects on the strengths and gaps of the
partnerships so that refinements can be made. Core resources for
Step 6 – Evaluation
Monitoring and evaluation are key components for and Review (see annex 2)
a successful partnership and must be implemented
from the outset of the partnership cycle (13). This step
marks the closure of the cycle and allows the partners
to review and assess how well the partnership has
met its objectives, but also the partnership’s true
impact. The evaluation is the final stage, but the
monitoring has taken place thorough the cycle and the
results will inform the overall assessment. In addition
to local review meetings and partnership discussions,
each twinning partnership provides periodic
monitoring reports (6-month reports; 1-year repeated
baseline assessment; and a 2-year review).
Main activities
Initial evaluation planning activities should be
conducted in earlier parts of the 6-step partnership
cycle. This planning activity should include
consideration of:
PART 3: Digging deep - Putting the 6-Step cycle into practice 41
T
here have been notable successes among
the hospitals and health systems that
have participated in partnership-based
approaches to improvement. These include sustained
partnerships, co-developed products and programmes
and spread. It has become clear, that in many cases,
neither the technical experts from high-income
settings, nor the local providers from low-income
institutions have sufficient knowledge and know-
how to affect improvements. Strong, trusting, inter-
institutional partnerships are therefore needed to
co-develop solutions that can lead to success and
spread. Linkages with national efforts to enhance
quality are key to successful cascading of learning for
maximal impact on health outcomes.
The 6-Step Partnership Improvement Cycle and the
TPI Preparation Package provide a practical blueprint
for action. It should be noted, however, that each
partnership is different - adaptation will invariably
be required. Learning will certainly emerge, and this
document will also be improved over time.
ANNEX 1
Case study - Adjusting action when it’s not working
Developing a culture of learning in Malawi16
Partnerships work together to identify what works,
what does not and what can be learned from this.
The Zomba Mental Health Services (Malawi)
partnered with the Department of Health Sciences
at the University of York (UK) and worked together
on a project designed to strengthen the system of
community mental health care in Zomba District,
Malawi. The project aimed to develop the role of
local village-based health workers, known as health
surveillance assistants (HSAs), through training and
support, in delivering mental health interventions
16
This partnership was supported by THET.
for the first time. Planning and paper copies of the data would
delivery of the project involved be taken off-site between visits,
key professionals in Zomba and that the timescales should
from mental health services and be allowed to slip. This affected
district health offices, as well as the progress of the partnership
discussions with the HSAs. improvements and the colleagues
involved agreed to improvise and
To collect data, the project adjust the action planning.
manager of Zomba conducted
visits to the village-based HSAs The project manager of Zomba
on a monthly basis. This allowed believes that learning has been
him to capture relevant data and facilitated by the partners having
discuss it with them. This process respect for each other’s views
allowed them to engage HSAs in and ideas, and making decisions
the project as a whole. “It enthused collectively. “The UK partner
people, kept them motivated was very supportive of our new
and interested, and kept the ideas on the implementation of
momentum of the project going. the work. This has helped the
This wouldn’t have happened if we partnership to work better together
hadn’t built in face-to-face visits”, for one common goal, evidenced
admitted the project manager. in the successful results. In the
process, the Malawi partners
There were practical difficulties have gained knowledge and learnt
and the data required for skills, including in relation to good
monitoring and evaluation was not project and financial management,
efficiently collected. The project and analysis, interpretation and
manager of Zomba had planned to reporting of data.”
capture all data on his laptop on a
monthly visits, but this proved too Acknowledging problems allows
time-consuming. Having realized partners to look for solutions
the data collection system was and turn challenges into lessons
not working, the team agreed that learned.
48 Partnership Preparation Package
Many tools and resources that are applicable in hospitals can be accessed through the WHO
website of Hospital of the XXI Century: http://www.who.int/hospitals/en/
La coopération https://www.fhf.fr/Europe-International/La-cooperation-internationale/
internationale hospitalière – Guide-cooperation-internationale-hospitaliere
guide des bonnes pratiques.
(French Hospital Federation)
Year of
Type of resource Location
publication
Gap Implementing a gap analysis framework to im- https://www.usaidassist.org/sites/assist/files/ 2010
analysis prove quality of care for your patients. USAID hci.ghc_gap_framework_workbook.14jun10_1.
case study showing a gap analysis step-by-step. pdf
Year of
Type of resource Location
publication
Knowledge Translating evidence into practice: a model for http://www.bmj.com/content/337/bmj. 2008
translation large scale knowledge translation a1714
Planning and WHO planning and implementation of district http://www.who.int/management/ 2004
implementation health services district/planning_budgeting/
PlanningImplementationDHSAFROMd4.
pdf?ua=1
WHO implementation strategy and tools. A guide http://apps.who.int/iris/bit- 2009
to implementation of the WHO Multimodal Hand stream/10665/70030/1/WHO_IER_
Hygiene Improvement Strategy PSP_2009.02_eng.pdf?ua=1
Implementation tools and resources for http://www.who.int/infection-prevention/ 2018
supporting facility and national level tools/core-components/en/
implementation of the WHO Guidelines on Core
Components of Infection Prevention and Control
Programmes
Guidelines on core components of infection http://apps.who.int/iris/bitstream/10 2017
prevention and control programmes at the 665/251730/1/9789241549929-eng.
national and acute health care facility level. pdf?ua=1
Evidence-based guideline to support countries
as they develop and execute their national
antimicrobial resistance (AMR) action plans.
Planning and implementation of district health http://www.who.int/management/ 2004
services. 10 steps in planning, essential health district/planning_budgeting/
package, health systems research, disaster PlanningImplementationDHSAFROMd4.
preparedness pdf?ua=1
Annexes 51
Year of
Type of resource Location
publication
Monitoring and M&E planning tool for both implementing and https://www.thet.org/resources/ 2014
evaluation reviewing M&E plans hps-monitoring-evaluation-plan/
Monitoring and EFFECt tool stands for EFFective in Embedding https://esther.eu/index.php/effect-tool/ 2017
evaluation Change. This tools focuses on assessing
implementation best practice, embedding
change and the added benefits to individuals and
institutions using a partnership approach
52 Partnership Preparation Package
OBJECTIVE: TRANSLATE FINDING, SHARE WITH KEY STAKEHOLDERS AND INITIATE ACTION PLANNING PROCESS
• Develop and finalize detailed assessment report in
• Inform WHO country office and regional office of impending situational district health team to gain: collaboration with the thematic lead persons, seeking
assessment • an understanding of the partner institutions any approvals where required
• Conduct desk review of existing national, sub-national and institutional • current understanding on quality and safety • Develop short story from assessment highlighting
documents on quality and safety. Possible documents include: within local context. quality improvement and safety opportunities and
• National health sector policy/plan • Consult TPI Preparation Package for core technical share with WHO Learning Laboratory for Quality
• National quality health strategy tools and resources used for Step 2 Universal Health Coverage network
• District/county-level operational or work plan • Identify key informant(s). Individual(s) should be a • Participate in action-planning workshop for the twining
• Health facility annual plan or workplan respected person amongst his/her peers. partnership initiative presenting summary of the
• artner coordination mechanisms • Review interview guide with key informants or group scoping mission findings and recommendations
• In-country quality of care measurement documents/projects and collectively refine tool to adapt to local context. • Co-develop a partnership plan around the focused
• Identify areas you intend to evaluate during the assessment. Ideally, all five • Key informant schedules interview times with health action areas identified by partner institutions
assessment thematic areas should be considered: worker (HW) cohort. Recommendation for focused • Use the assessment results to form the basis of the
• Quality Improvement group discussions (FGD) with homogenous health TPI partnership plan development
• Patient Safety (PS) worker cohort, if total cohort number exceeds five. • Provide feedback to WHO TPI team on assessment
• Hand Hygiene (HH) Small homogenous groups allow for open discussion planning checklist
• District-level health system and confidentiality • Discuss opportunities to leverage partner initiatives to
• Patient & Community Perspective • During day of HH and PS assessment, do not hold support bottlenecks identified at district-/country-level
• Review long-form of interview guide addressing any unanswered questions any FGD. This is to allow limited HW participation in • During Steps 4-6 of TPI cycle, consult quality
that arise assessment. improvement resources in TPI preparation package for
• Determine situational assessment schedule and share with WCO • Collect, analyse and crosslink data for all five thematic action steps and evaluation/ review.
• WCO country office to schedule meetings in-country and facilitate facility/ areas daily • Conduct evaluation assessment as part of Step 6 of
district site visit • Summarize and present preliminary findings to: partnership Improvement cycle
• Identify composition of mission team and assign lead roles for five thematic • Hospital staff and district level staff • Conduct Situational assessment on an annual basis
areas • WHO Country Office/Ministry of Health ( as needed)
• Ideally, team should include representation from MOH, multiple levels of the • Relevant partners such as funding agency • Align and build monitoring and evaluation system
organization (if available) and the partner institutions • Summarize preliminary recommendations according for the partnership with in-country quality of care
• Ensure availability of relevant skill set, aligned with selected thematic areas to actions needed for different stakeholders: measurement initiatives
• Identify relevant development partners/stakeholders to be consulted • TPI initiative • Consult TPI quality improvement resources for hospital
• Initiate series of coordination calls and email exchange with assessment • Health facility partnerships to inform monitoring and evaluation
team to discuss technical scope of mission and logistics • District health team system of the partnership
• If funding allows, initiate scoping mission to sensitize Ministry officials and • Ministry of Health
partners in-country ( if funding does not allow, initiate as part of in-country • Hold daily assessment team meeting to debrief from
assessment) day’s activities, address emerging key issues and
prepare for next day
• Clinical staff: doctor, physician assistant, • Hospital Management • Health Boards • District/County Superintendent, District Commissioners, Traditional
nurses, midwives, pharmacist, lab technician, • Patient & Community Representatives • Management Teams chiefs
aides etc. • Partners within Health Facility • Health Structure Directors • Partners
• Non-clinical staff: maintenance staff, cleaners
Annexes 55
SUMMARY INFORMATION
Beneficiaries • Include information about the people who will benefit (directly and indirectly) from the project
e.g. lab technicians; hospital managers; nurses and different groups of patient and community
members.
• Describe how they will benefit and provide realistic estimates of how many people in each group
will benefit.
• Will benefits span both sides of the twinning partnership?
Stakeholders • Identify the key stakeholders and their interest in the project (e.g. other department, district
and national health offices) i.e. any individual or group that may exert influence over the project
activities and outcomes (across both arms of the partnership).
• Consider the local community and key stakeholders, including patients and families who could
contribute and add value to the planned efforts.
• Outline which stakeholders the twinning partnership will report to and how often.
Monitoring and • Define key indicators to be used to monitor whether the outcomes of your project have been
evaluation achieved.
• Provide an overview of your monitoring and evaluation plans, providing an outline of methods,
who will be involved, how the process will be managed, and how partners will learn together.
Sustainability and spread • Describe how long the activities will continue and what the plans are for long-term funding.
• What benefits will continue after the initial 2-year project ends and how?
• List your plans for building on project achievements.
• Describe how you will actively disseminate new information gathered and consider activities to
support vertical, horizontal and spontaneous spread opportunities.
Risks • Identify potential risks associated with the plan e.g. key personnel moving on, changing
institutional priorities, conflict between twinning partners, and how you will manage each of
these risks.
• List external risks and how you will manage them (e.g. ICT breakdown, problems with visas,
political uncertainty).
Project management and • Outline project responsibilities including division of responsibilities across the twinning
support partnership.
• Provide details of the key personnel involved in each arm of the partnership.
• Consider key management questions: What systems will be used to manage finances in
both locations? Who will have the main responsibility for budgets? How will you ensure that
communication is effective and that all partners know what is happening?
Approved by
Date of approval
Annexes 57
Institution 2:
Name of person completing the visit proposal form:
Purpose of visit - describe which partnership project(s) the visit relates to:
What are the dates of the proposed visit? Start date:
End date:
Is the visit aligned with existing in-country activity with no duplication of Yes No Not applicable
training or policy development work?
Does the visit clearly meet the needs of the twinning partner institutions? Yes No Not applicable
Briefly describe the expected outcomes of the planned visit (outcomes are
clear, realistic and logical):
Briefly describe the outputs of the planned visit (outputs are clear, realistic
and logical):
Briefly describe any risks you think might be associated with the visit:
Briefly describe how the proposed visit will contribute to monitoring and
evaluation of the associated partnership plan:
List the number of people involved in the proposed visit and their role in
achieving the visit objectives:
Has the visit been jointly planned and agreed across the partnership? Yes No
Will the visit offer potential benefits to both twinning partners (if yes, de- Yes No Not applicable
scribe briefly)?
Briefly describe how the visit will help achieve sustainability and spread of
effective essential health service delivery.
58 Partnership Preparation Package
ANNEX 7: DEFINITIONS
Accountability: The obligation to report, or give
account of one’s actions – for example, to a governing
authority through scrutiny, contract, management,
regulation and/or to an electorate.